US Electricity Demand And Nuclear Expansion Will Shape Markets

Published
27 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$398.66
5.2% undervalued intrinsic discount
14 Aug
US$377.82
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1Y
184.2%
7D
0.8%

Author's Valuation

US$398.7

5.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 7.77%

Talen Energy's consensus revenue growth forecasts have materially declined while its expected P/E multiple has risen, indicating softer fundamentals and a less attractive valuation, yet the analyst price target remains unchanged at $369.90. What's in the News Talen Energy expanded its nuclear energy partnership with Amazon, signing a long-term PPA to supply up to 1,920 MW of carbon-free power to Amazon Web Services, with options to extend and initiatives to explore SMRs and plant uprates.

Shared on30 Apr 25
Fair value Increased 45%

Shared on23 Apr 25
Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.089%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 10%

AnalystConsensusTarget has decreased revenue growth from 9.5% to 8.4%.

Shared on02 Apr 25
Fair value Increased 12%

AnalystConsensusTarget has increased revenue growth from 8.4% to 9.5%.

Shared on26 Mar 25
Fair value Decreased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 44%

AnalystConsensusTarget has decreased revenue growth from 13.1% to 8.3%, increased profit margin from 10.5% to 24.1% and decreased future PE multiple from 24.9x to 18.0x.